Questions, Answered Plainly
The things people ask before they book. If yours is not here, ask us directly — we would rather answer it than have you guess.
Pricing depends on the forms your situation actually requires, so we quote after the first conversation rather than before it. You will have the number in writing before any work starts, and it does not change unless the scope does.
No. We work with clients in person, by phone and by video, and documents can be dropped off, mailed or sent securely. Plenty of our clients have never sat in the conference room.
Last year’s return and whatever tax documents have already arrived. Our preparation checklist covers the rest, and we send it to you when you book.
Yes. Unfiled prior-year returns and amended returns are ordinary work here. If records are missing we can often reconstruct what is needed from IRS transcripts.
No, and you should be cautious of anyone who does. What we commit to is identifying the deductions and credits you are eligible to claim, applying the current rules correctly, and explaining the result before we file.
Bring us the letter. We read it, tell you what it actually says, and lay out the options and the dates that matter. Where representation is appropriate, a credentialed preparer can work with the IRS on your behalf.
Yes — sole proprietors through C corporations, plus the bookkeeping and payroll support that keeps the return clean. Business clients usually move to quarterly check-ins.
Most individual returns are ready for review within a week of us having a complete document set. The wait is almost always a missing document, which is why we send a checklist first.
We set up a secure upload channel once your appointment is confirmed. Please do not send Social Security numbers or account numbers through the forms on this site.
Yes. Planning, notices and questions do not only happen between January and April, and year-round availability is a large part of what clients are paying for.
Ask Us Directly
The first consultation is free and there is no obligation attached to it. If we are not the right fit for your situation, we will tell you that too.
Prefer to talk it through?
Some questions are faster on the phone. We are happy to answer them before you commit to anything.
Ready to File With Confidence?
Bring us your documents and your questions. We will tell you plainly what your situation looks like, what we would do about it, and what it costs — before any work begins.